The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

What-if
Palmer Luckey claims SVB collapse would have wiped out half of tech
“If SVB would not have been bailed out by the government in, in, in, You know, like, it wasn't just, like, the government's obligations. They were bailing out well beyond FDIC limits. If they wouldn't have done that, it probably would have wiped out half the te…”
Palmer Luckey Oct 21, 2025 ▶ 40:31 Palmer Luckey Live on TBPN
Assertion Supported
Coogan: Byrne Hobart broke the Silicon Valley Bank balance sheet story early
“And our buddy who we mentioned before, Bryn Hobart, was the one who, like, deep dove SVB early and broke the story, essentially. That, like, their balance sheet was messed up.”
John Coogan Nov 16, 2024 ▶ 39:02 What is the TRUMP BUBBLE? (ep11)
Insight
Hays: Leveraged blowups happen instantly compared to venture startup wind-downs
“The key takeaway is like when leverage is involved, things just move so, so, so fast... Quite a bit different than traditional venture world, where when a company is dying, it dies over two, three years often, sometimes more.”
Jordi Hays Jul 30, 2026 ▶ 4:49 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
Assertion Supported
Akhund: SVB held a $7B venture debt portfolio when it failed
“Even SVB, which, you know, by far was the biggest venture debt provider. I think they had like a seven billion dollar portfolio when they failed.”
Immad Akhund Mar 28, 2025 ▶ 9:09 Immad Akhund (Mercury) on Fintech, AI and What's Next
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.